Confluence Wealth Services, Inc.

Position in BDX — Becton Dickinson & Co

CIK 1910411 MCMURRAY, PA

Position in BDX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$758,163

+$90,722 QoQ

Shares Held

5,010

+18.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#681

of 1,435 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $1,248,104 across 2 Medical Instruments & Supplies names. BDX ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BDX	Becton Dickinson & Co This page	5,010	$758,163
2	ISRG	Intuitive Surgical Inc	1,232	$489,941

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$758,163	5,010	+18.0%	Shares	Sole	2026-07-22
2026-03-31	$667,441	4,245	+58.6%	Shares	Sole	2026-05-07
2025-12-31	$519,525	2,677	-20.8%	Shares	Sole	2026-01-28
2025-09-30	$632,447	3,379	-2.6%	Shares	Sole	2025-10-28
2025-06-30	$597,535	3,469	+13.0%	Shares	Sole	2025-07-22
2025-03-31	$703,214	3,070	-1.2%	Shares	Sole	2025-04-24
2024-12-31	$704,658	3,106	-6.7%	Shares	Sole	2025-01-27
2024-09-30	$802,862	3,330	-3.6%	Shares	Sole	2024-10-29
2024-06-30	$807,000	3,453	+13.2%	Shares	Sole	2024-07-31
2024-03-31	$754,970	3,051	+10.7%	Shares	Sole	2024-04-22
2023-12-31	$671,995	2,756	+1.5%	Shares	Sole	2024-01-25
2023-09-30	$702,167	2,716	-1.8%	Shares	Sole	2023-11-01
2023-06-30	$730,515	2,767	-2.4%	Shares	Sole	2023-08-01
2023-03-31	$702,023	2,836	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$711,277	2,797	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$620,358	2,784	-2.5%	Shares	Sole	2022-11-08
2022-06-30	$703,843	2,855	+3.4%	Shares	Sole	2022-08-15
2022-03-31	$734,159	2,760	-17.5%	Shares	Sole	2022-04-26
2021-12-31	$841,451	3,346	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.